Spire Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Spire Wealth Management’s Portfolio LDSF Stock Details LDSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,000	Closed	-$60K	–	2713
2021 Q4	$60K	Buy	+3,000	New	+$60.1K	﹤0.01%	1628
2021 Q2	–	Sell	-15,000	Closed	-$304K	–	2796
2021 Q1	$304K	Buy	+15,000	New	+$306K	0.01%	859

Other funds holding LDSF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Spire Wealth Management's LDSF Position: Q1 2022 in Review

Spire Wealth Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2022, closing a stake of 3,000 shares — an estimated $60K sold.

Spire Wealth Management first reported a position in LDSF in Q1 2021 and held it in 2 quarters. The position peaked at $304K in Q1 2021. 62 funds tracked by Wall St. Rank hold LDSF as of Q1 2022.

Spire Wealth Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 3,000 First Trust Low Duration Strategic Focus ETF shares in Q1 2022, an estimated $60K.
Spire Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $304K in Q1 2021.
62 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.